Precedent Wealth Partners, LLC
Precedent Wealth Partners, LLC is an SEC-registered wealth manager in Houston, TX with $685.0M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Precedent Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325203, SEC 801-127678, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $685.0M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 12
- Clients
- 201
- CRD
- 325203
- Ownership
- WILLIAMS, JOSEPH, HAROLD; BUTTE, ANDREW, THOMAS; PRECEDENT HOLDINGS LLC; WILLIAMS, GEORGE, FRANKLIN; WILLIAMS, GRANT, JONATHAN
How much AUM does Precedent Wealth Partners, LLC have?
Precedent Wealth Partners, LLC reported $685.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Precedent Wealth Partners, LLC?
Disclosed owners and executives of Precedent Wealth Partners, LLC include WILLIAMS, JOSEPH, HAROLD, BUTTE, ANDREW, THOMAS, PRECEDENT HOLDINGS LLC, WILLIAMS, GEORGE, FRANKLIN, WILLIAMS, GRANT, JONATHAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.